Who owns First Trust Spclty Fin & Fncl Opptnts Fd?
- Ticker: FGB
- CUSIP Number: 33733G109
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Spclty Fin & Fncl Opptnts with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Spclty Fin & Fncl Opptnts stock
Who bought or sold First Trust Spclty Fin & Fncl Opptnts Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Saba Capital Management | 1.1M | $4.3M | 74% | Jun 2024 |
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| LPL Financial | 1.1M | $4.3M | -4% | Sep 2024 |
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| Morgan Stanley | 567k | $2.2M | 2% | Jun 2024 |
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| Rivernorth Capital Management | 393k | $1.6M | 86% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 218k | $849k | -61% | Jun 2024 |
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| Almitas Capital | 180k | $731k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 178k | $725k | 3% | Sep 2024 |
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| Alpine Partners VI | 160k | $622k | 60% | Jun 2024 |
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| Private Advisor | 127k | $517k | -26% | Sep 2024 |
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| Flagship Harbor Advisors | 111k | $451k | -4% | Sep 2024 |
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| Atomi Financial Group | 108k | $440k | 13% | Sep 2024 |
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| Good Life Advisors | 107k | $436k | 103% | Sep 2024 |
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| Raymond James Financial Services Advisors | 103k | $417k | -9% | Sep 2024 |
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| Atlas Wealth | 79k | $313M | 100% | Jun 2024 |
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| Wells Fargo & Company | 49k | $200k | 0% | Sep 2024 |
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| Sym Financial Corporation | 42k | $163k | 0% | Jun 2024 |
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| Shaker Financial Services | 42k | $169k | 212% | Sep 2024 |
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| Advisor Group Holdings | 39k | $159k | -52% | Sep 2024 |
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| Susquehanna International | 27k | $108k | -25% | Sep 2024 |
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| Csenge Advisory Group | 25k | $101k | -20% | Sep 2024 |
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| Mendel Capital Management | 20k | $81k | 0% | Sep 2024 |
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| Advisory Services Network | 18k | $68k | 0% | Sep 2024 |
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| Blue Bell Private Wealth Management | 15k | $61k | 29% | Sep 2024 |
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| KPP Advisory Services | 14k | $55k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 13k | $52k | 0% | Jun 2024 |
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| CSS | 13k | $52k | 100% | Sep 2024 |
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| L.m. Kohn & Company | 12k | $48k | 100% | Sep 2024 |
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| Jane Street | 12k | $48k | 100% | Sep 2024 |
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| Belpointe Asset Management | 12k | $45k | 100% | Jun 2024 |
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| Wedbush Morgan Securities | 12k | $47k | 0% | Sep 2024 |
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| Equitable Holdings | 10k | $39k | 0% | Jun 2024 |
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| Nbc Securities | 6.3k | $25k | 0% | Sep 2024 |
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| IFP Advisors | 6.0k | $23k | -7% | Jun 2024 |
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| Us Bancorp | 2.9k | $12k | 0% | Sep 2024 |
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| Bank of America Corporation | 1.8k | $7.5k | 100% | Sep 2024 |
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Who sold out of First Trust Spclty Fin & Fncl Opptnts?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PFG Investments | Mar 2024 | 554k | $2.1M |